AF
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Affiance Financial’s iShares ESG Aware MSCI USA Value ETF EVUS Stock Holding History

Affiance Financial’s Portfolio EVUS Stock Details EVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
41,937
+770
+2% +$26.4K 0.21% 47
2026
Q1 		$1.31M Buy
+41,167
New +$1.36M 0.21% 46

Other funds holding EVUS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EI
eCIO Inc Madison, Wisconsin $356M AUM 9.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Affiance Financial's EVUS Position: Q2 2026 in Review

Affiance Financial increased its iShares ESG Aware MSCI USA Value ETF (EVUS) stake by 1.9% in Q2 2026, buying an estimated $26.4K and bringing the position to 41,937 shares worth $1.47M. The position accounts for 0.21% of the portfolio, ranked #47.

Affiance Financial first reported a position in EVUS in Q1 2026 and has held it in 2 quarters since. 51 funds tracked by Wall St. Rank hold EVUS as of Q2 2026.

  • Affiance Financial held 41,937 shares of iShares ESG Aware MSCI USA Value ETF worth $1.47M as of Q2 2026.
  • Affiance Financial bought 770 iShares ESG Aware MSCI USA Value ETF shares in Q2 2026, an estimated $26.4K.
  • iShares ESG Aware MSCI USA Value ETF made up 0.21% of Affiance Financial's portfolio in Q2 2026, its #47 holding.
  • Affiance Financial first reported a position in iShares ESG Aware MSCI USA Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA Value ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.